President & CEO
Smart Business Network
Fred co-founded Smart Business Network in 1989 with a single publication in Cleveland, Ohio. In the years since, he has built the company into a leading multimedia and content marketing business providing print and digital marketing services to a national client base.
Team Lead - Corporate Banking
David leads PNC Bank's Corporate Banking Team covering Missouri, Arkansas, Kansas, and Nebraska. PNC's Corporate Banking Group provides ideas and solutions for companies with revenue in excess of $50 million. The group provides a broad set of corporate finance, cash management, investment advisory, and merger and acquisition solutions. In addition to traditional corporate banking, his background includes leveraged and asset-based lending.
President/St. Louis Region
Peter joined UMB in 2006. As president of UMB for the St. Louis region, he is responsible for the overall earning asset growth in the market, cross collaboration with other lines of business leaders and marketing UMB’s brand in the region. Previously, he served as senior vice president, commercial team lead for UMB Commercial Banking.
Bo is a principal with 25 years of experience assisting public and private businesses with accounting, tax and consulting issues. At CLA, he utilizes his experience with internal controls, derivatives, income tax accounting, project management and purchase accounting to serve manufacturing, distribution and commercial services clients. He has worked domestically and internationally on all phases of the audit process including initial audits, restatements and integrated and nonintegrated audits audit partner.
Marie is a tax partner at BDO USA and has over 30 years of tax and business advisory experience serving emerging and middle-market companies. She oversees all aspects of tax engagements and is responsible for the proactive delivery of tax services. She has provided consultation on tax-related issues for individuals and business entities in a variety of industries, including emerging technology and life sciences, manufacturing and distribution, not-for-profit and real estate.
Drew is managing director of WILsquare Capital. He has spent his career investing in and operating businesses in the lower-middle market. His background includes the leadership of buyout transactions, service on portfolio company boards and various operating assignments.
Previously, he was a partner at Louis York Capital, a multifamily office making direct investments in industrial manufacturing and distribution businesses. There, he focused on deal execution and served as director of a manufacturing platform company.
Clark-Fox Family Foundation
Clark-Fox Family Foundation supports the economic development of the St. Louis metropolitan region through program development and investments in K-12, higher education, public health, immigration, social and racial justice, community leadership, and entrepreneurship. The foundation prioritizes programs and investments that empower the end user and leverage each other for greater impact for children and in our community.
Abby is founder and co-CEO of Sparo, an award-winning, digital health company dedicated helping homebound seniors regain their independence. She and co-founder Andrew Brimer were selected to represent Sparo as one of 30 companies to exhibit at the first-ever White House Demo Day. They have presented for the Cavendish Global Health Impact Forum at the United Nations in New York, as well as at The University of Oxford.
Lewis and Clark Capital
Jeff is a principal at Lewis and Clark Capital, a multi-strategy family office in St. Louis. He focuses on sourcing and evaluating potential opportunities, structuring and negotiating transactions and working with portfolio companies. Previously, he spent 12 years at Triton Capital Partners, a boutique investment bank, concentrating on mergers and acquisitions, capital raising and turnaround advisory services. He has spent his entire career in the middle market and has advised over 50 companies in several industries.
Brian is COO of Capital Innovators, where he has helped raise tens of millions of dollars for investment funds and assisted its portfolio companies in raising over $330 million. He has provided venture investment and management to more than 125 companies in the technology, consumer products and energy-tech verticals and launched new business lines including fractional C-suite help for startups, corporate innovation partnerships, corporate accelerators, university partnerships and early education partnership. He co-created the world's first energy tech accelerator partnering a Fortune 500 energy utility, a statewide university system and a top-ranked accelerator.
CEO (BGI), Venture Partner (Portfolia)
BGI / Portfolia
Jennifer is founder and CEO of BGI (formerly Brazen Global Inc.), a software platform that creates connected organizations through self-facilitated peer advisory groups. She also founded Prosper Women Entrepreneurs, which works to advance women-led companies through early stage investments and mentoring. Previously, she was a director at Thompson Street Capital Partners, where she worked with senior management to help source and evaluate investment opportunities for the $1.5 billion-plus private equity firm.
VP, Partnerships & Program Development
Cortex Innovation Community
Phyllis has been working to grow the St. Louis entrepreneurship community since 2005, creating resources and events to support entrepreneurs. She heads regional events including Startup Connection, InvestMidwest, and STL Startup Week. She joined the Cortex Innovation Community as director of Entrepreneur Services and Institutional/Corporate Partnerships. Cortex is a 200-acre urban innovation district that leverages university research and regional corporate technology assets to establish St. Louis as a nationally and internationally recognized technology hub.
Sage Capital LLC
Spencer joined Sage Capital in 2005. Previously, he worked for The Northern Trust Co., providing retirement plan administration and valuation for large corporations. He serves on the board of the Saint Louis Brewery, is chairman of the board of trustees of Villa Duchense and Oak Hill School and is a member of the advisory council of Mission St.
Drew joined Forsyth Partners in 2016 as a vice president with responsibility for sourcing, evaluating and executing M&A transactions and supporting its operating companies’ senior leadership teams on key strategic initiatives. Previously, he worked at CCMP Capital (formally J.P. Morgan Partners), a New York City-based private equity fund with over $16 billion invested in buyout and growth equity transactions since 1984.
Vice President, Corporate Development
HBM Holdings Company
Andrew is an investment professional with 15 years of experience of direct investing in middle-market companies. Since 2018, he has served as vice president of Corporate Development for HBM Holdings Co., an investment and management firm in St. Louis focusing on a long-term buy and build approach to operating companies in its portfolio. He is also responsible for the firm’s efforts on deal origination and execution of platform and strategic add-on acquisitions.
EVP, General Counsel
Maritz Holdings Inc
Steve is executive vice president, general counsel at Maritz Holdings Inc., a 125-year-old family-held business. He is responsible for all legal matters, corporate development, certain human resource functions and has myriad other responsibilities. Previously, he was the first general counsel at SAVVIS Communications, which was later acquired by CenturyLink, and before that, spent 11 years in private practice, first with Rosenblum Goldenhersh and later with The Stolar Partnership, where he was a partner.
VIncent J. Garozzo
Greensfelder, Hemker & Gale, P.C.
With extensive experience in mergers and acquisitions, corporate finance and tax issues, Greensfelder attorney Vince offers business-oriented solutions to clients in corporate transactions. He is a member of Greensfelder's Board of Directors andleader of the Business Services Practice Group. He previously served as president. He has represented clients in transactions in the U.S. and abroad, handling the financial, tax, accounting and business-law aspects of mergers and acquisitions and corporate finance transactions.
Kasey is the CEO at Gateway Blend, a leader in cross-vertical social media properties including Cinemablend.com, Odometer.com, Suggest.com, Brainjet.com, Tickld.com and Minq.com. Gateway Media’s targeted brand portfolio reaches 60+ million unique visitors each month and is designed to entertain, engage and inform. Previously, she led investment activity at Cultivation Capital, responsible for the fund's technology funds and for sourcing new investments, screening and evaluating them, and communicating them to Cultivation Capital's investors and general partners.
David P. Grigsby
Co-founder & Partner
TBS Falcon LLC
David is a founding partner of TBS Falcon LLC and chairman and CEO of TBS Falcon Energy Solutions, a subsidiary of TBS Falcon LLC. For TBS Falcon Energy Solutions, he is primarily responsible for energy project origination, project leadership, structure and investments for both domestic and international opportunities. Previously, he founded Targeted Business Solutions LLC, created to implement state-of-the-art innovation, provide world-class expertise, educate and offer its clients cost effective technologies to increase the energy efficiency of their buildings and save them significant money on energy costs.
Vanliner Insurance Company
Keith S. Harbison
Keith was founder, chairman and pesident of Pretium Packaging, growing it into one of the largest plastic bottle manufacturers in North America. After selling it, he founded Alitus Partners, which provides small business owners with the capital and operating expertise to enhance growth and support infrastructure development. Alitus has a long-term strategy and invests in control positions in lower middle-market businesses involved in manufacturing, processing, industrial services and business services.
RSM US LLP
Matt is audit practice leader and office managing partner with the St. Louis office of RSM US LLP. He has 25 years of public accounting experience and has served companies in numerous industries. He has experience with public and private companies of all sizes, including public and private debt and equity offerings. He has coordinated global audit, tax, valuation and M&A teams on a wide variety of projects.
Co-founder & Managing Director
Cliff is co-founder, managing director and general partner at Cultivation Capital. The firm was named the most active venture capital firm in the Midwest by Pitchbook, and a top 10 leading firm by Crunchbase. Previously, he was founder and president of Foot Healers and the Professor of Practice and Academic Director for Entrepreneurship at the Olin Business School at Washington University, where he was named one of the Top 100 Entrepreneurship Professors in the World.
Rick Holten, Jr.
FINTOP Capital; Holton Capital Group
Rick is a general partner at FINTOP Capital and has served in venture capital as a general partner in the tech, life sciences, and fintech sectors. He founded Holton Capital Group, a family office that invests in early stage technology and life science companies, and later-stage private equity buyouts and real estate. He serves on the boards of Anchor Packaging, Arch Design, BridgeFT, CoverCress, SMArtX, the Olin Alumni Board and YPO St. Louis.
Vice President - Corporate Development
Dot Family Holdings
Heath serves as vice president of Corporate Development for Dot Family Holdings.He began his career as a management consultant with PwC. Prior to DFH, he was a vice president with the private equity firm Prospect Partners in Chicago.
Bryan Cave Leighton Paisner LLP
Brendan has a broad-based corporate practice with concentrations in corporate finance and securities law, mergers and acquisitions and corporate governance matters. He has represented clients ranging from emerging companies to widely held public companies in matters such as private placements of debt and equity securities, initial public offerings and other public securities offerings, mergers and acquisitions, review and preparation of periodic reports and proxy materials for filing with the SEC, and general commercial transactions.
Chairman & CEO
St. Louis Arch Angels
Brian is a retired partner with the accounting firm PwC. During his 38 years in public accounting, he served national and global leadership roles in the firm, where he created and ran practices focused on the identification and management of enterprise risk for clients. Since retiring, he has become a full-time investor and serves as chairman and CEO of the St. Louis Arch Angels, a member-based Angel Investing Network.
Smart Business Network
Lee is managing partner of Smart Business Network, a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies.
BMO Harris Bank
Dan has served as managing director and commercial banking market executive for BMO Harris Bank’s Commercial Banking Division since 2015. As an executive leader, he is responsible for the oversight and management of all aspects of the bank’s Commercial Banking operations in eastern Missouri and the Greater St. Louis area. He also serves on a leadership team that creates and implements strategic initiatives and mentors sales leaders across BMO’s expansion markets.
Thompson Coburn LLP
Thomas has served as chairman of Thompson Coburn for 19 years, leading the firm through a period of growth and nationwide expansion. As a legal adviser to some of the region's largest companies, he has helped executives pursue fundamental change for their organizations and achieve high-level strategic objectives.He takes an executive’s approach to law, communicating clearly and simply, distilling complex information into actionable items and negotiating to achieve win-win results in high-stakes transactions.
Sandra M. Moore
Managing Director Chief Impact Officer
Sandra is managing director and chief impact officer at Advantage Capital, a private equity firm focused on high-growth and high-wage business investing in communities where access to investment capital has historically been hard to find. She guides the design of investments and investment strategies to maximize community impact. She assists the investment team in growing and sharing community impact results and studies those results to ensure the firm is achieving impact goals.
Process Control Solutions, LLC
Bill has a 25-year history as both a corporate executive and business owner. In 2010, he purchased the assets of a distressed St. Louis based manufacturing company, which he sold in 2015 after significant operational improvement. Following the sale, he joined Compass Group Equity Partners as an operating partner, where he managed the M&A process and then provided post-acquisition operating support.
Sean is CEO at Pulse Therpeutics. With 20 years of experience in the medical device sector, he sets the strategic direction and ensures that the company is well capitalized to execute its objectives. He handles the company's external relationships with key opinion leaders, investors and other stakeholders and manages all commercial and marketing-related programs. Previously, he was founder and CEO of Veniti, a venous disease start-up.
Better Weekdays, Inc.
U.S. Bank, President, St. Louis
Larry is president of U. S. Bank in St. Louis, serving as the leader of U.S. Bank’s operations locally. He is chairman of the U.S. Bank St. Louis Board of Directors and directly leads the Commercial Banking effort.Previously, he was president of Bank of America in Missouri, and he has held leadership positions in both Commercial Banking and Wealth Management businesses during his career.
Argos Capital Partners
Wesley serves as Managing Director of Argos Capital Partners. He works to source, diligence and execute private equity, private debt and real estate investment opportunities. He also focuses on monitoring and influencing the performance of currently held investments.Prior to joining Argos Capital Partners, Wesley was an Operating Partner at Lewis and Clark Capital. Wesley sourced and executed lower middle market private equity transactions in addition to serving as CEO, COO, board member and interim operating executive of multiple portfolio companies. Wesley received a BSBA in Accounting and Finance at Miami University and an MBA at the Olin School of Business at Washington University in St. Louis. He is also an active member of the Young Presidents’ Organization, St. Louis chapter.
GM & Former Co-Owner
Office Managing Partner
Ernst & Young LLP
Ruth has over 25 years of experience at Ernst & Young (EY). She was promoted to partner in 2005 and serves as coordinating partner on priority EY clients. She was named managing partner in 2013 and is responsible for over 350 partners and professionals within EY’s tax, consulting and assurance practices.
Director of Corporate Development
Executive Vice President
Thompson Street Capital Partners
Jack is a managing director with Thompson Street Capital Partners and leads the firm's Deal Origination and Portfolio Support teams. Previously, served in the United States Army as an infantry officer in Ranger, Airborne and Mechanized units. He also managed a regional sales and service team with Cintas Corp., a national facilities service provider.
President & CEO
A highly respected innovator with more than 25 years of industry and consulting experience, Don leads Coolfire Solutions, a technology company focused on real-time event awareness, control and response to enhance team collaboration and asset coordination. He joined Coolfire Solutions in 2014, after five years of implementing innovative technologies at a Fortune 250 global manufacturing firm, first as vice president and CIO, then as senior vice president of Enterprise Services.
Co-Owner, CEO & President
Craftsmen Industries, Inc.
Mark is an operating executive and board adviser in a variety of contexts. He served as resident and CEO of seven companies under a half dozen private equity and hedge fund owners. He serves as an adviser to PE firms as an active outside board member, with a focus on management team development in the PE context. He brings advanced sales, operations, global supply chain and risk management skills, and expertise in safety, lean, safety, quality and service excellence.
Telle Tire & Auto Centers
Aaron is the fourth-generation president and CEO of Telle Tire & Auto Centers. After purchasing 100 percent of the company in 2010, he led a growth and rebranding strategy, taking a single retail location with seven employees to 10 stores and 76 associates. He is responsible for development and implementation of strategy, business objectives and planning activities, including benchmarking, positioning the company for organic and inorganic growth and identifying innovative customer experiences.
Dr. Cheryl Watkins-Moore
Chief Strategy and Marketing Officer
REAL Cannabis Co.
Dr. Watkins-Moore currently serves as the Chief Strategy and Marketing Officer for REAL Cannabis Co. In this role, Dr. Moore is responsible for developing the overall retail sales strategy and strategic direction for the overall business. Dr. Moore also serves as the Director for BioSTL’s STEM/Bioscience Entrepreneurial Inclusion Initiative. She is a serial entrepreneur, having co-founded and served as CEO of Accelerated Rehabilitation Technologies, LLC, a technology development company focused in the rehabilitation market; and co-founded and co-host of the internationally recognized Entrepreneurially Thinking podcast. Prior to Dr. Moore’s entrepreneurial career, she served as Vice President/General Manager for the Integrated Biomarker Solutions business initiative of EMD Millipore, the U.S. subsidiary of Merck KGaA. Previous to this role, she served as Vice President/General Manager for EMD Merck Analytics Division. Dr. Moore holds a Masters of Business Management from the Kellogg School of Management, Northwestern University and a Bachelor of Arts, Biology from Fisk University. She is a Doctor of Podiatric Medicine, earning her degree from Illinois College of Podiatric Medicine.
Compass Group Equity Partners
Russell, Vice President of Compass Group Equity Partners, brings our partners more than 20 years of valuable experience in corporate strategy and finance. Prior to joining the firm in 2014, he held roles ranging from Managing Director of equity research and Portfolio Manager, to Director of Strategic Development at firms that include Connell Curtis Group and The Pathfinder Fund. Most recently, Russell served as Sr. Director of International Business Operations at Aegion Corporation (NASDAQ: AEGN), where he was responsible for the Asian and Latin American operations of the company’s Commercial and Structural business segment. During his tenure at Aegion, he led business integration activities for all acquisitions in those regions. Russell received his MBA from at Washington University in St. Louis and is a member of Beta Gamma Sigma, the international business honors society. He also holds a BA in Political Science from the University of Missouri.